JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Richard W. Paul & Associates, LLC's Holding History (CIK: 0001964203)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 6,157 Value ($000) $1,984 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 6,293 Value ($000) $1,985 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 6,438 Value ($000) $1,866 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 6,786 Value ($000) $1,665 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 6,997 Value ($000) $1,677 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 7,371 Value ($000) $1,554 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 7,371 Value ($000) $1,491 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 7,786 Value ($000) $1,560 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 8,429 Value ($000) $1,434 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 6,853 Value ($000) $994 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 6,700 Value ($000) $974 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 6,382 Value ($000) $832 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 6,760 Value ($000) $907 Avg Close $117.65 Range $94.06 - $128.78

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,157	$1,984	$309.53	$290.54 - $330.86
Q3 2025	6,293	$1,985	$295.93	$278.95 - $316.47
Q2 2025	6,438	$1,866	$252.67	$200.22 - $289.84
Q1 2025	6,786	$1,665	$250.91	$220.72 - $275.86
Q4 2024	6,997	$1,677	$228.03	$198.89 - $249.04
Q3 2024	7,371	$1,554	$204.96	$185.80 - $219.46
Q2 2024	7,371	$1,491	$189.18	$173.46 - $199.28
Q1 2024	7,786	$1,560	$173.61	$158.11 - $193.16
Q4 2023	8,429	$1,434	$144.89	$129.30 - $163.25
Q3 2023	6,853	$994	$142.31	$134.29 - $151.32
Q2 2023	6,700	$974	$129.66	$119.02 - $137.67
Q1 2023	6,382	$832	$128.16	$115.18 - $135.05
Q4 2022	6,760	$907	$117.65	$94.06 - $128.78